Purchases and Sales Made in Q2 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-256- 0.25% |
$20.5K - $24.4K
|
102K
$9.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-276- 9.72% |
$22.1K - $26.3K
|
2.56K
$247K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-308- 3.4% |
$24.6K - $29.4K
|
8.75K
$842K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-342- 2.79% |
$27.4K - $32.6K
|
11.9K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-559- 12.65% |
$44.7K - $53.3K
|
3.86K
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-602- 1.06% |
$48.2K - $57.4K
|
56K
$5.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-643- 6.23% |
$51.5K - $61.3K
|
9.67K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-646- 18.5% |
$51.7K - $61.6K
|
2.85K
$274K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-702- 4.76% |
$56.2K - $67K
|
14K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-746- 7.6% |
$59.7K - $71.2K
|
9.07K
$873K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-831- 3.88% |
$66.5K - $79.3K
|
20.6K
$1.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-883- 6.97% |
$70.7K - $84.2K
|
11.8K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-890- 24.99% |
$71.2K - $84.9K
|
2.67K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-962- 2.62% |
$77K - $91.8K
|
35.7K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.01K- 13.37% |
$80.7K - $96.2K
|
6.54K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 3.2% |
$83.5K - $99.5K
|
31.5K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.13K- 37.67% |
$90.4K - $108K
|
1.87K
$180K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.14K- 0.69% |
$91.1K - $109K
|
163K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.16K- 5.04% |
$92.6K - $110K
|
21.8K
$2.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 21.6% |
$96K - $114K
|
4.36K
$419K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.41K- 5.95% |
$113K - $134K
|
22.3K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.12K- 0.9% |
$170K - $202K
|
235K
$22.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 8.29% |
$180K - $215K
|
24.9K
$2.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.46K- 3.45% |
$197K - $235K
|
68.9K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.54K- 32.95% |
$203K - $242K
|
5.16K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.62K- 17.8% |
$210K - $250K
|
12.1K
$1.17M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.07K- 5.99% |
$245K - $293K
|
48.2K
$4.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.31K- 3.39% |
$265K - $316K
|
94.2K
$9.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3.42K- 4.93% |
$273K - $326K
|
65.9K
$6.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.46K- 5.19% |
$277K - $330K
|
63.2K
$6.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.48K- 3.4% |
$279K - $332K
|
99K
$9.52M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4K- 83.33% |
$320K - $382K
|
800
$77K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.02K- 45.0% |
$322K - $383K
|
4.91K
$472K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.06K- 26.41% |
$325K - $388K
|
11.3K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.62K- 2.95% |
$370K - $441K
|
152K
$14.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.09K- 25.32% |
$407K - $485K
|
15K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.11K- 15.4% |
$409K - $488K
|
28.1K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-6.03K- 12.36% |
$483K - $575K
|
42.8K
$4.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.04K- 1.97% |
$483K - $576K
|
300K
$28.9M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.17K- 9.3% |
$494K - $588K
|
60.2K
$5.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.33K- 28.67% |
$507K - $604K
|
15.7K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.96K- 28.35% |
$637K - $759K
|
20.1K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.21K- 33.39% |
$657K - $783K
|
16.4K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.5K- 3.07% |
$1.64M - $1.95M
|
647K
$62.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-33.4K- 4.74% |
$2.68M - $3.19M
|
672K
$64.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-54.6K- 5.23% |
$4.37M - $5.21M
|
989K
$95.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-64K- 19.69% |
$5.12M - $6.1M
|
261K
$25.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-99.7K- 4.74% |
$7.98M - $9.51M
|
2.01M
$193M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-186K- 93.61% |
$14.9M - $17.7M
|
12.7K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-458K- 38.62% |
$36.6M - $43.7M
|
728K
$70M
|